26 Sep
|
Connor, Clark & Lunn group
|
Toronto
26 Sep
Connor, Clark & Lunn group
Toronto
We are looking for a **Retail Portfolio Operations Intern** to join our Toronto-based Investment Resource Group for an 8-month term (January-August 2027). This role offers an excellent opportunity for a student or recent graduate interested in investment operations, financial services, process improvement, and technology. The successful candidate will gain hands-on experience supporting retail portfolio operations while working alongside experienced professionals in a collaborative and entrepreneurial workplace**What You Will Do*** Assist with maintaining and reconciling client portfolio data.* Support the maintenance of operational systems and data used across portfolio administration, trade management, and reporting platforms.* Assist with quarter-end fee processing and related operational activities.* Respond to routine inquiries from custodians and internal business partners under guidance from team members.* Prepare recurring and ad hoc reports for operational and management purposes.* Support
📌 Intern, Retail Portfolio Operations (Toronto)
🏢 Connor, Clark & Lunn group
📍 Toronto